Taiwan Semiconductor Manufactur
TSMNYSE🇺🇸Technology · Semiconductors
Last updated: 16h ago
52-Week Range
Company Overview
Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides various wafer
🤖 AI Stock Analysis
📊 Valuation: Current PER is 32.56, which is somewhat high, but Forward PER is 18.75, suggesting a potentially attractive valuation reflecting future earnings growth. PBR is 51.68, indicating a high valuation relative to assets.
💰 Profitability: Demonstrates very high profitability with ROE of 35.06% and ROA of 16.56%. Net profit margin of 45.1% and operating profit margin of 53.92% highlight exceptional earnings generation capabilities.
📈 Growth: Shows robust growth with a revenue growth rate of 20.5% and earnings growth rate of 35.0%.
💵 Dividend: Offers a dividend yield of 1.04% and a payout ratio of 28.73%, suggesting consistent dividend payments.
💬 Summary: TSMC exhibits strong competitiveness driven by high profitability and solid growth. While the high PBR could be a concern, its future growth prospects maintain its investment appeal.
AI-generated reference material. Not investment advice.
Valuation
Profitability
Growth & Stability
Dividends
Trading Info
Related News
Nvidia Becomes TSMC's Largest Customer, Surpassing Apple; AI Infrastructure Expansion Continues
Nvidia has surpassed Apple as TSMC's largest chip customer. Nvidia's AI infrastructure build-out is driving unprecedented chip demand. 📊 Comment: Nvidia's position is expected to solidify further in the AI era.
M5 Max With 18-Core CPU Obtains A Small 10% Performance Bump Over M4 Max In New Benchmark Leak, Most Impressive Feat Is Beating 32-Core M3 Ultra
📌 Background: Apple's new Fusion architecture is expected to equip the M5 Max with more CPU cores, improving multi-core performance. The M5 Max showed marginal performance gains compared to the M4 Max in benchmarks, but outperformed the workstation-class M3 Ultra. In single-core tests, the M5 Max was 31.4% faster. In multi-core scores, the M5 Max with its 18-core CPU outperformed the 32-core M3 Ultra. 📊 Market Reaction: The M5 Max's results may disappoint buyers looking to upgrade to a new Mac, but are positive in that it outperformed the M3 Ultra. 💬 Comment: Attention is focused on whether Apple's latest chipset can meet expectations for performance improvements.
China’s Catch-22 Is Pushing NVIDIA to the Brink, and the Chipmaker Is Finally Fed Up With It
📌 Background: Nvidia is facing challenges in its China market strategy amid intensifying US-China tech rivalry. Nvidia is expected to reduce production of the H200 AI chip planned for the Chinese market and increase production of Vera Rubin. This is due to the US government's planned restrictions on H200 volume. 📊 Market Reaction: Nvidia is expected to focus on demand from customers outside of China. 💬 Comment: The increasing influence of geopolitical risk on corporate strategy.